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Stratos Wealth Partners’s Reliance Steel & Aluminium RS Stock Holding History

Stratos Wealth Partners’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-127
Closed -$11K – 2157
2018
Q3 		$11K Buy
+127
New +$11.2K ﹤0.01% 2152
2018
Q2 		– Sell
-27
Closed -$2K – 2244
2018
Q1 		$2K Sell
27
-235
-90% -$21K ﹤0.01% 2888
2017
Q4 		$22K Buy
+262
New +$20.6K ﹤0.01% 1875

Other funds holding RS

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stratos Wealth Partners's RS Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Reliance Steel & Aluminium (RS) in Q4 2018, closing a stake of 127 shares — an estimated $11K sold.

Stratos Wealth Partners first reported a position in RS in Q4 2017 and held it in 3 quarters. The position peaked at $22K in Q4 2017. 341 funds tracked by Wall St. Rank hold RS as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Reliance Steel & Aluminium position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 127 Reliance Steel & Aluminium shares in Q4 2018, an estimated $11K.
  • Stratos Wealth Partners first reported a position in Reliance Steel & Aluminium in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Reliance Steel & Aluminium position peaked at $22K in Q4 2017.
  • 341 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.